Social Security Analysis Agreement.
The information contained below serves as a legal contract to inform you of the services I intend to provide on your behalf and the fee I will charge.
In accordance with professional standards, you must check the box that confirms that you have read and agree to the terms and conditions in this agreement.
As an RSSA, I will provide Social Security advisory and analytical services in accordance with standards established by the National Association of Registered Social Security Analysts. In performing these services, I utilize specialized software that considers both your historical work history and hypothetical future assumptions to determine optimal Social Security benefit claiming dates and strategies. Social Security analytical and advisory services provided by a Registered Social Security Analyst involve using historical earnings records along with future earnings assumptions, expected dates of retirement, and death assumptions. Written reports of recommendations will be provided to you based on these assumptions, reflecting the conditions you expect will exist and courses of action you expect to take in the future. You, the client, are responsible for representations about your plan as to how long you will continue to work, when you will retire, and how you will live.
There will usually be differences between the projected and actual results. The realization of these assumptions and other significant information may affect the ultimate outcome and actual results, as events and circumstances often do not occur as expected. These differences may be significant. Our reports will contain a statement to that effect. We have no obligation to update our report for events and circumstances that occur after the report's publication date.
To get started, I will be sending you an email with a link to the RSSA Roadmap where you will enter your basic information and future assumptions for my use in your analyses. I will also need you to provide me with your historical earnings records. These are available online for your secure access at the SSA.gov website. Please establish your personal account online at SSA.gov, using the my Social Security link to create a username and password so that you can provide me with these earnings records. I am committed to maintaining the confidentiality and security of your information. I will never ask you to give me your Social Security number. This is not needed for your analyses. While I use third-party service providers, including cloud-based software, to provide this service to you, I maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. In addition, I take reasonable precautions to determine that appropriate procedures are in place to prevent the unauthorized release of your confidential information to others.
My fixed fee for this engagement is $999, based on the estimated amount of time required to gather your historical and hypothetical information, perform the analytical procedures, provide personalized Social Security analytical and advisory services, and review the final results with you to ensure your satisfaction. One hundred percent of the total fee is payable at the commencement of the engagement.
I appreciate the opportunity to serve you and believe this letter accurately summarizes the key terms of our engagement. If you have any questions, please don't hesitate to let me know. If you agree with the terms of our engagement as described in this letter, please continue to the payment page.
I look forward to working with you to provide the information needed to make an informed decision about Social Security claiming, so you can retire with confidence.